See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,947 | $211,958+11.3% | $169,463+39.2% | $135,375+74.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.14% | 3.26%-6.4pp | 1.83%-5.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $23,991 | $5,120+368.6% | $4,159+476.8% | $4,779+402.0% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.2% | $5,609+118.4% |
| Admin fee / account holder | $75 | $11,471-99.3% | $9,109-99.2% | $10,827-99.3% |